@BruceM -
While Eca covered most of it, I’ll add some additional considerations.
When I created my Miro account I created a single team and noticed that when I shared a board with a guest (me using a personal email address of mine as a trial), that when I logged in from the link in the invitation email I could see all the other boards connected with the team.
If you could see all other boards, then you were doing something incorrect. I'll share a Guest link to a board via a PM and you can see the experience for yourself.
For each new coaching client that I work with, should I create a new team, creating a board or boards associated with the new team and then emailing the invitation to the guest, giving them editing permissions? Are there any additional costs for this?
There are two answers:
- Creating a team for each client would be a better option that using a single team.
- There are no additional costs.
Do all my coaching clients have to subscribe to Miro themselves?
- Yes, If using the Guests feature, yes.
- No, if Visitors.
Some more considerations...
Starter Plan
The Starter Plan only supports Guest Viewers or Commenters – Guests cannot edit boards.
The only way non-team members can edit boards that reside in a Starter Plan is to use the Visitors feature.
About the Visitors feature:
- Labelled as "Anyone with the link" in the share settings, this is just as it sounds: Anyone with the link can access the board using the permissions you set (Viewer, Commenter, or Editor). Note: You can password protect the board.
- No Miro account is required by the person using the link.
- Everyone accessing the board as a Visitor will have the same permissions (e.g., you cannot User A edit access, but User B Comment only access).
- Even if a Visitor access user has a Miro account, when they sign into their Miro account, they will have no way to browse to their boards from their Miro dashboard. Miro used to support showing any starred board on the Starred boards page, but back in Sep/Oct 2024 they made a change so that you need to either be a member of the org/team where the board resides, or you need to be a Guest on the board.
Business Plan
- The Business Plan supports the Visitors feature, too.
- The Business Plan also supports Guest editors.
Guests can do everything visitors can do, but they can also:
- Be assigned other permission levels (e.g., one person in your client's org needs to edit, while another can be given view only access).
- @mention other users in comments (great for asynchronous work).
- Start timers.
- Lock and unlock content.
See the Visitors, guests and members help center article for a full breakdown: https://help.miro.com/hc/en-us/articles/7045408248594-Visitors-guests-and-members
Other Benefits of the Business Plan over the Stater Plan:
- As you noted, you can create unlimited team spaces. This could help you better separate the work you are doing for your client.
- While, yes, a Miro account is required by your client (a free one works), when they sign into Miro, they will see your account profile name in their dashboard, following by the team name where the boards they were given Guest access to reside. As an example, for myself, this is "Robert Johnson → Rob" When considering the previous point, if you created a team for each client, then they could see: Business Coach Bruce → [client name]. While you could use Spaces to separate work by client in your Starter Plan, both Visitors and Guests will not see the Spaces, so having the ability to create a team for each client can look more professional.
- From their Miro dashboard, Guests will also be able to browse back to the boards that you invited to as a Guest. Visitors would need to load the links from outside of Miro (e.g., an email or browser bookmarks).
- The Business Plan supports both the Azure and Jira Cards apps.
- If you set up a team for your clients work, you have the option to add them to that team as a paid member. If you had the Starter Plan, you would not want to do that as they could create boards in the single team space where you have all of your client work. (Yes, you could hide off the boards from them, but trying to manage that creates risk.)
There are other features that the Business Plan supports over the Starter Plan – see all of the differences between Starter and Business in the Plans and Features available help center article:
https://help.miro.com/hc/en-us/articles/360017730233-Plans-and-features-available
Summary
Overall, the Business Plan is going to offer a better experience for you and your clients. It is also going to be more secure by forcing them to sign into an account before they can access your boards. Additionally, you will have more granular control over the different access levels based upon who is accessing the board.
